Joshua Hallmark (CRD# 6175099) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bowie, TX and has over 10 years of experience in the finance industry.
CRD# 3061867
State Farm Investment Management Corp.
CRD# 3120122
Lpl Financial LLC
CRD# 4540049
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Austin, TX | May 2023 - Current | < 1 |
| Kestra Advisory Services, LLC | Austin, TX | May 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Georgetown, TX | Nov 2022 - Apr 2023 | < 1 |
| Fidelity Investments | Greenwood Village, CO | Dec 2021 - Nov 2022 | < 1 |
| Safelite Auto Glass | Colorado Springs, CO | Nov 2021 - Dec 2021 | < 1 |
| Unemployed | Rhome, TX | Jul 2021 - Nov 2021 | < 1 |
| Avantax Investment Services, Inc. | Dallas, TX | May 2021 - Jul 2021 | < 1 |
| Charles Schwab | Westlake, TX | Mar 2021 - May 2021 | < 1 |
| Unemployed | Rhome, TX | May 2020 - Mar 2021 | < 1 |
| Charles Schwab & Company, Inc. | Westlake, TX | Apr 2019 - May 2020 | 1 |
| Fidelity | Westlake, TX | Mar 2013 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
| S63 | Uniform Securities State Law Examination | May 2013 |
- LA
- NE
- NH
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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